JW Cole Financial, Inc.

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JW Cole Financial, Inc. Employees

Employee
Years
Job
Industry
Paul Caron Paul Caron Tampa, Florida Details
Paul Caron's JW Cole Financial, Inc. Experience September 2011 - Present
Job Chief Compliance Officer at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   September 2011 - Present

Education
Husson University
Bachelor's Degree, Business Administration, Management and Operations

Ryan Carey, CRC, PPC Ryan Carey, CRC, PPC Greater Chicago Area Details
Ryan Carey, CRC, PPC's JW Cole Financial, Inc. Experience June 2006 - November 2014
Job Financial Advisor at World Equity Group
Industry Financial Services
Experience
World Equity Group  November 2014 - Present
Carey & Thornton, Inc.   January 2006 - Present
J.W. Cole Financial, Inc.   June 2006 - November 2014
World Equity Group  2014 - 2014
World Equity Group  2014 - 2014

Skills
Accounts Receivable, Portfolio Management, Finance, General Ledger, Payroll

Education
Illinois State University   2003 — 2005
Bachelors, Finance

Forester Instituto Internacional   2003 — 2003
NA, Foreign Language

Joliet Junior College
AS, Business

MCHS   1998 — 2001

Keller Graduate School of Management of DeVry University
Financial Analysis

Douglas Jones, CLU, ChFC Douglas Jones, CLU, ChFC Lake Forest, California Details
Douglas Jones, CLU, ChFC's JW Cole Financial, Inc. Experience February 2013 - Present
Job President of Jones Associates Financial and Insurance Services, Inc.
Industry Financial Services
Experience
Douglas W. Jones Associates Financial and Insurance Services, Inc.   July 1973 - Present
J.W. Cole Financial, Inc.   February 2013 - Present
Walnut Street Securities, Inc.   October 1985 - February 2013
General American  1980 - 1995
U.S. Army   February 1966 - June 1970

Education
The American College   1978 — 1983
Professional designation: Chartered Financial Consultant

The American College   1975 — 1978
Professional designation: Chartered Life Underwriter

California State University-Fullerton   1971 — 1973
Bachelor of Arts, Business Administration, with a Concentration in Finance

Fullerton College   1970 — 1971
Associate of Arts, Business Administration

Sunny Hills High School   1960 — 1964
High School Diploma

Jonathan Ferrer Jonathan Ferrer Greater San Diego Area Details
Jonathan Ferrer's JW Cole Financial, Inc. Experience May 2013 - June 2014
Job Supervisory Principal
Industry Financial Services
Experience
Lucia Securities, LLC   June 2014 - Present
J.W. Cole Financial, Inc.   May 2013 - June 2014
Financial Advisers of America, LLC   March 2012 - May 2013

Skills
Financial Services, Series 7, Series 24, Uniform Combined State..., Licensing, AML, OFAC

Education
California State University-Bakersfield   2007 — 2011
Bachelor's degree, Business Administration, Finance

John Pappas III John Pappas III Tampa/St. Petersburg, Florida Area Details
John Pappas III's JW Cole Financial, Inc. Experience June 2014 - Present
Job Sales Consultant at Luxury and Beach Realty
Industry Real Estate
Experience
Luxury and Beach Realty   September 2014 - Present
J.W. Cole Financial, Inc.   June 2014 - Present
Wellington Shields  January 2010 - June 2014

Skills
Financial Analysis, Asset Management, Portfolio Management, Investments, Mutual Funds, Mortgage Lending, Real Estate, Finance, Strategic Financial..., Investment Properties, Loans, Financial Modeling, Real Estate Transactions, Investors, REO, Valuation, FHA, Commercial Lending, Credit, Financial Advisory, First Time Home Buyers, Foreclosures, Financial Planning, Sellers

Education
University of Houston   1982 — 1985

Stefanie Cheatwood Stefanie Cheatwood Palm City, Florida Details
Stefanie Cheatwood's JW Cole Financial, Inc. Experience August 2009 - Present
Job Registered Sales Assistant at Financial Planning Associates, Inc./J.W. Cole
Industry Investment Banking
Experience
JW Cole Financial, Inc.   August 2009 - Present
Financial Planning Associates, Inc./J.W. Cole   June 1993 - Present

Skills
Series 7, Finance, FINRA, IRAs, Series 24, Series 65, Fixed Annuities, Uniform Combined State..., ETFs, Series 6, Customer Service, Mutual Funds

Education
Art Institute of Fort Lauderdale

Westminster Christian School

Dennis M.A. Merritt, MBA Dennis M.A. Merritt, MBA Clearwater, Florida Details
Dennis M.A. Merritt, MBA's JW Cole Financial, Inc. Experience May 2014 - Present
Job Financial Advisor at J.W. Cole Financial, Inc. Sr.Partner of the Vanhorenbeck Financial Group
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   May 2014 - Present

Skills
Registered Investment..., Series 7, 24, 63, and..., Wealth Management, Financial Planning, MBA, 401K Rollovers, Retirement Planning, Fixed Annuities, Index Annuities, Variable Annuities, Stocks, Bonds, Mutual Funds, Managed Money, IRA's, Municipal Bonds, Series 7, Financial Advisory, Retirement

Education
University at Buffalo   1990 — 1992
Master of Business Administration (MBA), Marketing

Penn State University   1981 — 1985
Bachelor of Science (B.S.), Accounting

Anthony (Tony) Cisek Anthony (Tony) Cisek West Palm Beach, Florida Area Details
Anthony (Tony) Cisek's JW Cole Financial, Inc. Experience 2008 - 2010
Job Artist, Consulting Professional & Business Owner
Industry Financial Services
Experience
Self Employed  December 2010 - Present
Cisek Art   January 1997 - Present
JW Cole Financial, Inc.   2008 - 2010
Northwood University, WPB   August 2007 - May 2008
A G Edwards  March 2003 - February 2007

Skills
Management, Finance, Consulting, Art, Business, Small Business, Surfing, Leadership, Sales, Entrepreneurship, Team Building, Advertising, Marketing Strategy, Public Speaking, Business Development, Public Relations, Marketing, Start-ups

Education
Florida Atlantic University   2001 — 2003
MBA

University of Central Florida - College of Business Administration   1992 — 1997
BS

Crystal River High School

Eric Rownd Eric Rownd Jacksonville, Arkansas Details
Eric Rownd's JW Cole Financial, Inc. Experience 2010 - 2013
Job Portfolio Manager at Rownd Asset Management
Industry Financial Services
Experience
Rownd Asset Management   January 2008 - Present
JW Cole Financial, Inc.   2010 - 2013
US Navy  February 2001 - December 2004

Skills
Mutual Funds, Investments, Retirement Planning, Securities, Series 63, Series 7, Wealth Management, Retirement, IRAs, FINRA, Financial Advisory, Financial Services, Financial Planning, Fixed Annuities

Education
University of Arkansas at Little Rock   2004 — 2007
BS, Business Management

Stacy Costner Stacy Costner Tampa/St. Petersburg, Florida Area Details
Stacy Costner's JW Cole Financial, Inc. Experience March 2010 - January 2011
Job General Counsel at JHS Capital Advisors, LLC
Industry Law Practice
Experience
JHS Capital Advisors, LLC  January 2011 - Present
J.W. Cole Financial, Inc.   March 2010 - January 2011

Skills
Securities Regulation, Corporate Governance, Securities, FINRA, Private Equity, Alternative Investments, Series 24, Series 7, Private Placements, Hedge Funds, Financial Services, Estate Planning, Mutual Funds, Commercial Litigation, Corporate Law, Arbitration, Litigation, Business Litigation, Mergers & Acquisitions, Due Diligence, Mediation, Investments, Equities

Education
Samford University, Cumberland School of Law   1993 — 1996
Doctor of Law (JD)

University of South Florida   1987 — 1991
Bachelor of Arts (BA), English Literature

Frank W. Armitage Frank W. Armitage Tampa/St. Petersburg, Florida Area Details
Frank W. Armitage's JW Cole Financial, Inc. Experience January 2010 - May 2011
Job Sr. Branch Examiner at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation  August 2012 - Present
Invest Financial  June 2011 - September 2012
JW Cole Financial, Inc.   January 2010 - May 2011
JW Cole Financial, Inc.   August 2009 - January 2010
Lincoln Financial Group  October 2007 - March 2009
Raymond James Financial Inc.  June 2005 - October 2007
Raymond James Financial Inc.  June 2002 - July 2005

Skills
Investment Advisory, Insurance, Series 7, Securities, Financial Advisory, Mutual Funds, Series 24, FINRA, Series 65, Business Development, Recruiting, Relationship Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Finance, Retirement, Fixed Annuities

Education
University of South Florida   1991 — 1994
Bachelor, Finance

Michael Phillips, CFP® Michael Phillips, CFP® Phoenix, Arizona Area Details
Michael Phillips, CFP®'s JW Cole Financial, Inc. Experience May 2013 - Present
Job Investment Advisor Representative at JW Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   May 2013 - Present
Phillips Financial Services   November 2012 - Present
Financial Advisers of America   March 2011 - May 2013

Skills
Retirement Planning, Investment Portfolio, Personal Tax Planning, Health Insurance, Life Insurance, Employee Benefits, Estate Tax Planning, Personal Financial...

Education
Arizona State University   2009 — 2010
Bachelor's degree, Global Financial Management

Truman State University   2007 — 2008

Brad Hanus Brad Hanus Des Moines, Iowa Area Details
Brad Hanus's JW Cole Financial, Inc. Experience May 2011 - February 2013
Job Compliance Officer at Bancwest Investment Services
Industry Financial Services
Experience
Bancwest Investment Services Member FINRA/SIPC   March 2013 - Present
JW Cole Financial, Inc.   May 2011 - February 2013
Securities America, Inc.   November 2008 - June 2010
Cambridge Investment Research  January 2008 - November 2008

Education
Stetson University College of Law   2010 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law

Henderson State University   2003 — 2005
BA, Sociology/History

Jason W. Card Jason W. Card Tampa/St. Petersburg, Florida Area Details
Jason W. Card's JW Cole Financial, Inc. Experience December 2013 - Present
Job Vice President Advisor Solutions at JW Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   December 2013 - Present
Transamerica Financial Advisors, Inc.   June 2010 - September 2013
Dreyfus Investments  June 2008 - May 2010
Franklin Templeton Group  January 2006 - June 2008
Franklin Templeton Group  June 2000 - January 2006
Franklin Templeton Group  December 1997 - May 2000

Skills
Business Acquisition, Succession Planning, Marketing Communications, Business Development, Public Speaking, Leadership, Coaching, Sales Management, Investments, Financial Advisory, Marketing, Retirement Planning, Portfolio Management, Finance, Strategic Financial..., Wealth Management, Investment Advisory

Education
St. Petersburg College   1992 — 1996

Jonda Lowe Jonda Lowe Huntington, West Virginia Area Details
Jonda Lowe's JW Cole Financial, Inc. Experience June 2010 - May 2011
Job Author, President/CEO at JondaKnows, Inc
Industry Financial Services
Experience
JondaKnows, Inc   August 2014 - Present
Rasberry Producer Group   July 2011 - Present
JW Cole Financial, Inc.   June 2010 - May 2011
ING Financial Partners, Inc   June 2008 - May 2010
Lowe & Lowe Wealth Management, Inc   October 2005 - June 2008
JB Hanauer & Co  April 2004 - October 2005
Edward Jones  October 1998 - February 2004
Morgan Stanley Smith Barney  July 1993 - October 1998
United Bankshares, Inc  February 1987 - July 1993

Skills
Portfolio Management, Asset Protection, Insurance Planning, Retirement Planning, Risk Management, Annuities, Fixed Annuities, Financial Planners, Retirement, Life Insurance, Insurance, IRAs, Wealth, Investments, Series 7, Financial Advisory, Estate Planning, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Financial Services, Term Life Insurance, Wealth Management, Securities, Long-term Care, Investment Advisory, Mutual Funds, Bonds, Investment Strategies, Asset Allocation, Financial Risk, Series 63, Fixed Income, Pensions, Financial Planning, Finance, Sales, Strategic Planning

Education
Marshall University   1984 — 1989
Bachelor of Science, Physics

Huntington East High School   1980 — 1984
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Matthew Villeneuve Matthew Villeneuve Tampa, Florida Details
Matthew Villeneuve's JW Cole Financial, Inc. Experience July 2014 - Present
Job Brokerage Services Representative at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   July 2014 - Present
Residential Finance Corp   August 2012 - March 2014
Tech USA  December 2010 - August 2012
Homestead Funding Corp.  January 2006 - October 2010

Education
University at Albany, SUNY   2007 — 2010
Business Administration and Management, General

Ameesha Purohit Ameesha Purohit Greater San Diego Area Details
Ameesha Purohit's JW Cole Financial, Inc. Experience May 2013 - July 2015
Job Advertising Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services  August 2015 - Present
J.W. Cole Financial, Inc.   May 2013 - July 2015
CONCERT Retirement Plan Consulting   November 2010 - May 2013
Santa Ana Regional Water Quality Control Board  July 2010 - September 2010
Northrop Grumman Aerospace Systems  July 2009 - September 2009
The Indus Entrepreneurs- San Diego Chapter   January 2003 - September 2006

Skills
Series 7, Series 24, Series 66, FINRA, Alternative Investments, Finance

Education
University of California, Riverside   2006 — 2010
B.A., Economics, Environmental Sciences

Danielle Kammeyer Danielle Kammeyer Tampa, Florida Details
Danielle Kammeyer's JW Cole Financial, Inc. Experience February 2015 - Present
Job Manager of Strategic Operations at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   February 2015 - Present
BD Ops, LLC / Sigma Financial Corporation   April 2013 - January 2015
CapTrust Financial Advisors/McDonald Partners LLC   December 2011 - April 2013
Sigma Financial Corporation  December 2004 - December 2011
BDOps, LLC   December 2004 - December 2008
Indymac Bank  August 2001 - August 2004

Skills
Finance, Mutual Funds, Customer Service, Retirement Planning, Insurance, Series 7, Investments, Wealth Management, Financial Planning, FINRA

Education
Eastern Michigan University   2005 — 2009
Masters, Business Administration

Western Michigan University   2000 — 2004
Bachelor of Science, Elementary Education, Math/Science, English

Cari (Shaw) Archer Cari (Shaw) Archer Tampa, Florida Details
Cari (Shaw) Archer's JW Cole Financial, Inc. Experience January 2015 - Present
Job Sales Support Specialist at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   January 2015 - Present
The Coca-Cola Company  July 2014 - January 2015
MetLife  March 2013 - November 2013
MetLife  June 2010 - March 2013
Heartland Community College  August 2009 - May 2010
Body and Soul, Morris, IL   August 2005 - January 2008

Skills
Attention To Detail, Accounting, Bookkeeping, Team Coordination, Microsoft Office 2007, Customer Service, Account Management, Sustainability, Recycling, Civic Engagement, Food Industry, Leadership, Team Building, Strategic Planning, Access, Employee Benefits

Education
Illinois State University   2008 — 2010
Bachelor of Science (BS), Organizational Leadership

Joliet Junior College   2005 — 2007
Associate of Arts (A.A.), Accounting and Business/Management

Linda Christina Linda Christina Tampa/St. Petersburg, Florida Area Details
Linda Christina's JW Cole Financial, Inc. Experience February 2012 - Present
Job Advisory Operations Principal at JW Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   February 2012 - Present
JW Cole Financial, Inc. Member FINRA/SIPC   June 2011 - February 2012
Beneficial Bank/INVEST Financial Corporation   March 2008 - June 2011
Condé Nast Publications  February 2007 - December 2007
Smart Financial Advisors, LLC/Multi-Financial Securities Corporation   January 2007 - December 2007
Smart Financial Advisors, LLC/Multi-Financial Securities Corporation   November 2004 - December 2006
Haddon Financial Group/SII Investments   November 1999 - November 2004

Skills
Series 7, Series 24, Uniform Combined State..., FINRA, Securities, Series 63, Mutual Funds, Retirement Planning, Financial Advisory, Investment Advisory, Fixed Annuities, Banking, Retirement, Asset Managment, Management, Compliance, Series 66, Series 53, Florida 215 Life Health..., Series 7, 66, 24 & 53...., Asset Management, Investments, Wealth Management, Insurance, Financial Services

Education
Southeastern Louisiana University   1978 — 1980

Slidell Senior High   1977 — 1978
4.0

Havre de Grace Senior High School   1975 — 1977
4.0

Tim Schultz Tim Schultz Tampa/St. Petersburg, Florida Area Details
Tim Schultz's JW Cole Financial, Inc. Experience June 2014 - Present
Job Relationship Manager at JW Cole
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   June 2014 - Present
Raymond James Financial Inc.  March 2011 - June 2014
Raymond James Financial Inc.  July 2007 - March 2011
Raymond James Financial Inc.  June 2005 - July 2007

Skills
Series 7, Series 9, Series 24, Series 53, Series 63, Series 65, Sales Management, PowerPoint, Mutual Funds, Research, Microsoft Excel, Securities, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, FINRA, Fixed Annuities, ETFs, Investments, Risk Management, Variable Annuities, Financial Services, Investment Advisory, Retirement Planning, Wealth Management

Education
Barry University   1994 — 1998
Bachelor's of Science, Sport Management

Boston University
CFP Program

Gracie Barra Clearwater

Amy McNally Amy McNally San Diego, California Details
Amy McNally's JW Cole Financial, Inc. Experience May 2015 - Present
Job Relationship Manager at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   May 2015 - Present
Independent Financial Group LLC  April 2013 - May 2015
Wall Street Financial Group  October 1998 - April 2013

Skills
Retirement Planning, Securities, Asset Management, Investments, Mutual Funds, Financial Advisory, Asset Allocation, ETFs, IRAs, Variable Annuities, Fixed Annuities, Stocks, 529 Plans, Separately Managed..., Asset Managment

Education
Saint John Fisher College   1994 — 1998
BA, Economics

Megan Barbuty Megan Barbuty Tampa, Florida Details
Megan Barbuty's JW Cole Financial, Inc. Experience May 2014 - December 2014
Job Receptionist at MassageLuxe
Industry Retail
Experience
MassageLuxe  March 2015 - Present
J.W. Cole Financial, Inc.   May 2014 - December 2014
UPS  December 2013 - January 2014
Macy's  December 2012 - January 2013
Innovative Educational Programs, LLC  July 2012 - August 2012
Innovative Educational Programs LLC  July 2011 - August 2011
Kings Super Markets  October 2008 - May 2011

Skills
Microsoft Office, Time Management, Customer Service, PowerPoint, Microsoft Word, Social Networking, Leadership, Event Planning, Teamwork, Microsoft Excel, Facebook, Research

Education
University of South Florida   2012 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior

Jeffrey Bettermann Jeffrey Bettermann Fort Myers, Florida Area Details
Jeffrey Bettermann's JW Cole Financial, Inc. Experience February 2011 - February 2012
Job Sr. Financial Advisor
Industry Financial Services
Experience
Suncoast Federal Credit Union   January 2012 - Present
JW Cole Financial, Inc.   February 2011 - February 2012
Invest Financial Corp.   April 2006 - October 2010

Skills
Practice Management, Vendor Relations, Customer Relations

Education
Eastern Illinois University   1993 — 1995
Exercise Physiology

Craig Towle Craig Towle Tampa/St. Petersburg, Florida Area Details
Craig Towle's JW Cole Financial, Inc. Experience October 2012 - Present
Job Executive Vice President at JW Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   October 2012 - Present
Genworth Wealth Management   1999 - October 2012
RTE Asset Management   January 1991 - July 1999

Skills
Investments, Leadership, Management, Asset Allocation, Financial Advisory, Asset Management, Finance, Marketing, Sales, Product Development, Series 7, Mutual Funds, Alternative Investments, Insurance, Retirement Planning, Wealth Management, Series 63

Education
Florida State University

Sean McQuinn Sean McQuinn Tampa/St. Petersburg, Florida Area Details
Sean McQuinn's JW Cole Financial, Inc. Experience July 2013 - May 2014
Job Owner of Financial Planning Technologies
Industry Computer Software
Experience
Financial Planning Technologies   June 2003 - Present
JW Cole Financial, Inc.   July 2013 - May 2014
Raymond James & Associates  January 1997 - June 2003
Raymond James Financial, Inc  January 1995 - January 1997
Raymond James Financial, Inc  January 1992 - January 1995

Skills
Project Management, Software Training, .Net, Business Analysis, Public Speaking, Troubleshooting, Procurement, Portfolio Management, Hands-on Training, Wealth Management, SaaS, Investments, Start-ups, .NET, Asset Allocation, Management, Risk Management

Education
College for Financial Planning   2001 — 2003
CFP, Financial Planning

University of Florida   1988 — 1992
B.S., Economics

Sheila Ross Sheila Ross Tampa/St. Petersburg, Florida Area Details
Sheila Ross's JW Cole Financial, Inc. Experience April 2009 - February 2012
Job Branch Supervision Administrator Florida Complex at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2012 - Present
JW Cole Financial, Inc.   April 2009 - February 2012
University of South Florida  December 2008 - August 2011
Smith Barney  July 2007 - October 2008
Raymond James Financial Services  2001 - 2007
SunTrust Investment Services  April 1999 - April 2001
T Rowe Price  1997 - 1999

Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65

Education
University of South Florida - College of Business Administration   2008 — 2011
MBA

University of Tampa   1993 — 1995
Bachelor of Arts

Don W. Salter Don W. Salter Shreveport, Louisiana Area Details
Don W. Salter's JW Cole Financial, Inc. Experience July 2014 - Present
Job Certified Wealth Strategist (R)
Industry Investment Management
Experience
Providence Investments   1993 - Present
J.W. Cole Financial, Inc.   July 2014 - Present
J.W. Cole Advisors, Inc.   July 2014 - Present
First Allied Securities  June 2008 - June 2014
First Allied Advisory Services   June 2008 - June 2014
FFP Securities, Inc.   February 1994 - May 2008
FFP Advisory Services, Inc.   February 1994 - May 2008

Skills
Wealth Management, Risk Management, Retirement Planning, Financial Planning, Estate Planning, Financial Services, Investments, Investment Advisory, Securities, FINRA, Personal Finance, Small Business, Financial Goals, Retirement, Series 6, Series 63, Series 65, Series 22

Education
Cannon Financial Institute
Certified Wealth Strategist Professional

Louisiana Tech University   1987 — 1991
B.S., Business Management

jim tomko jim tomko Tampa/St. Petersburg, Florida Area Details
jim tomko's JW Cole Financial, Inc. Experience October 2009 - November 2010
Job St. Pete Electric
Industry Construction
Experience
st. pete electric   December 2010 - Present
JW Cole Financial, Inc.   October 2009 - November 2010
Modern Business Associates  February 2009 - September 2009
Beef O' Brady's   June 2007 - January 2009
Raymond James  June 1992 - June 2007

Education
St. Petersburg College
Accounting

R.J. Wood R.J. Wood Tampa/St. Petersburg, Florida Area Details
R.J. Wood's JW Cole Financial, Inc. Experience 1999 - Present
Job Founding Principal J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   1999 - Present
Guinness Import Company  1996 - 1999

Skills
Series 7, Wealth Management, FINRA, Mutual Funds, Retirement Planning, Investments, Alternative Investments, Securities, Investment Advisory, Retirement

Education
Eastern Illinois University

Kevin L. Corkery Kevin L. Corkery Oneonta, New York Details
Kevin L. Corkery's JW Cole Financial, Inc. Experience December 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
JW Cole Financial, Inc.   December 2009 - Present
Kevin L. Corkery Financial   October 2006 - Present
MassMutual Financial Group  October 2006 - November 2009
National Life Group  October 2000 - October 2006
Prudential Financial  May 1997 - October 2000

Skills
Series 63, Series 7, Fixed Annuities, Retirement, Securities, Strategic Financial..., Investments, Insurance, Retirement Planning, Equities, IRAs, Mutual Funds, Risk Management, Wealth Management, 401k, Uniform Combined State..., Investment Advisory, Wealth Accumulation

Education
The American College   2012 — 2014
CFP© Curriculum Certification, Financial Planning

State University of New York College at Potsdam   1991 — 1996

Aaron Shroyer Aaron Shroyer Tampa/St. Petersburg, Florida Area Details
Aaron Shroyer's JW Cole Financial, Inc. Experience September 2015 - Present
Job Relationship Manager/Supervisory Principal
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   September 2015 - Present

Skills
Series 7, Series 24, Series 66, Series 4, Series 53, Series 99, Series 79, Broker-Dealer Compliance, Investment Advisor...

Education
Florida Southern College   2005 — 2007
Bachelor of Science (B.S.), Bussiness Administration: Financial Management

Brittany Reagan Brittany Reagan Tampa/St. Petersburg, Florida Area Details
Brittany Reagan's JW Cole Financial, Inc. Experience May 2015 - Present
Job Director of Technology Solutions at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   May 2015 - Present
J.W. Cole Financial, Inc.   September 2013 - May 2015
Florida Tax Advisors, LLC   October 2012 - September 2013
Florida Tax Advisors, LLC   February 2010 - October 2012

Skills
Mutual Funds, Wealth Management, Series 7, Investments, Financial Services, Retirement Planning, Portfolio Management, Insurance, Retirement, Securities, Equities, Risk Management, Financial Advisory, Investment Strategies, Fixed Annuities, Asset Management

Education
Frostburg State University   2005 — 2009
Bachelor of Arts, Spanish, Sociology, Business Administration

Rachele Hall-Pawlowski Rachele Hall-Pawlowski Tampa/St. Petersburg, Florida Area Details
Rachele Hall-Pawlowski's JW Cole Financial, Inc. Experience January 2007 - Present
Job Transitions Specialist at JW Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   January 2007 - Present

Education
University of Central Florida   1996 — 2000
Communication